Envestnet Asset Management
BTSG icon

Envestnet Asset Management’s BrightSpring Health Services BTSG Stock Holding History

Envestnet Asset Management’s Portfolio BTSG Stock Details BTSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.99M Buy
93,668
+23,434
+33% +$944K ﹤0.01% 2501
2025
Q4 		$2.63M Buy
70,234
+47,026
+203% +$1.58M ﹤0.01% 2624
2025
Q3 		$686K Buy
23,208
+2,982
+15% +$69.3K ﹤0.01% 3548
2025
Q2 		$477K Buy
20,226
+5,663
+39% +$118K ﹤0.01% 3720
2025
Q1 		$263K Buy
14,563
+3,517
+32% +$69.1K ﹤0.01% 3993
2024
Q4 		$188K Buy
+11,046
New +$191K ﹤0.01% 4111

Other funds holding BTSG

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Envestnet Asset Management's BTSG Position: Q1 2026 in Review

Envestnet Asset Management increased its BrightSpring Health Services (BTSG) stake by 33% in Q1 2026, buying an estimated $944K and bringing the position to 93,668 shares worth $3.99M. The position accounts for ﹤0.01% of the portfolio, ranked #2501.

Envestnet Asset Management first reported a position in BTSG in Q4 2024 and has held it in 6 quarters since. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

  • Envestnet Asset Management held 93,668 shares of BrightSpring Health Services worth $3.99M as of Q1 2026.
  • Envestnet Asset Management bought 23,434 BrightSpring Health Services shares in Q1 2026, an estimated $944K.
  • BrightSpring Health Services made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2501 holding.
  • Envestnet Asset Management first reported a position in BrightSpring Health Services in Q4 2024 and has held it in 6 quarters since.
  • 335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.